Join this talk to understand what is realistic in Europe versus US models and the market constraints that investors are faced with. Explore where we are in the cycle and what's next in data centres, including the bottlenecks shaping the next phase of growth. Get a clear view of where the investable opportunities are emerging, which markets and asset profiles are likely to attract the deepest demand pools, and how developers and operators can position new capacity to capture the next phase of European AI growth.